Legato Capital Management’s Elevance Health ELV Stock Holding History

Legato Capital Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,331	Closed	-$682K	–	735
2026 Q1	$682K	Sell	2,331 -3,955	-63%	-$1.3M	0.06%	420
2025 Q4	$2.2M	Hold	6,286	–	–	0.19%	159
2025 Q3	$2.03M	Buy	6,286 +853	+16%	+$265K	0.22%	133
2025 Q2	$2.11M	Hold	5,433	–	–	0.25%	107
2025 Q1	$2.36M	Hold	5,433	–	–	0.32%	79
2024 Q4	$2M	Buy	5,433 +579	+12%	+$242K	0.26%	98
2024 Q3	$2.52M	Buy	4,854 +1,132	+30%	+$605K	0.31%	70
2024 Q2	$2.02M	Sell	3,722 -1,705	-31%	-$901K	0.27%	108
2024 Q1	$2.81M	Hold	5,427	–	–	0.34%	76
2023 Q4	$2.56M	Hold	5,427	–	–	0.33%	68
2023 Q3	$2.36M	Hold	5,427	–	–	0.34%	62
2023 Q2	$2.41M	Hold	5,427	–	–	0.33%	75
2023 Q1	$2.5M	Hold	5,427	–	–	0.45%	46
2022 Q4	$2.78M	Buy	+5,427	New	+$2.76M	0.53%	34
2021 Q3	–	Sell	-4,005	Closed	-$1.53M	–	229
2021 Q2	$1.53M	Buy	+4,005	New	+$1.53M	0.22%	109

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legato Capital Management's ELV Position: Q2 2026 in Review

Legato Capital Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 2,331 shares — an estimated $682K sold.

Legato Capital Management first reported a position in ELV in Q2 2021 and held it in 15 quarters. The position peaked at $2.81M in Q1 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Legato Capital Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Legato Capital Management sold 2,331 Elevance Health shares in Q2 2026, an estimated $682K.
Legato Capital Management first reported a position in Elevance Health in Q2 2021 and held it in 15 quarters.
Legato Capital Management's Elevance Health position peaked at $2.81M in Q1 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.